Global Search Result View With Search Text

Global Search Result View With Search Text

Meet With Us

Lighthouse Team

164 West Main Street, Suite F

New Market,

MD

21774

lighthouse-info@wealthenhancement.com
View map
Meet with us

About the Lighthouse Team

The Lighthouse team provides qualified investors with holistic financial planning, investment management, tax planning and tax preparation*, and estate planning. We specialize in servicing retirees, high-net-worth individuals and families, business owners, federal government employees, and teachers. When you work with the Lighthouse Team, you get the best of both worlds: a small, boutique firm feel, combined with the resources of a large, RIA firm. Let’s connect to find out how we can help. 

*Tax services offered through Wealth Enhancement Tax & Consulting Services, LLC, a wholly owned subsidiary of Wealth Enhancement Group®

Advisory Team

0054M000004RwQmQAK

Andrew Wilson

CFP®

Senior Vice President, Financial Advisor

New Market, MD

Naples, FL

0054M000004RwTRQA0

Michael Wali

CFP®

Senior Vice President, Financial Advisor

New Market, MD

0054M000004RwRzQAK

Katy Chase

CFP®

Senior Vice President, Financial Advisor

New Market, MD

0054M000004RwRBQA0

Edward Kozlowski

MPAS℠

Senior Vice President, Financial Advisor

New Market, MD

0054M000004RwSEQA0

Jonathan Winkert

CFP®

Vice President, Financial Advisor

New Market, MD

0054M000004RwSTQA0

Justin Byram

BFA, CFP®

Vice President, Financial Advisor

New Market, MD

Client Service Team

0054M000004RwTMQA0

Ellen Otten

Client Service Manager

New Market, MD

0058X00000ErCCgQAN

Jess Holler

Team Operations Manager

New Market, MD

005UT000003wcxdYAA

Jack Creegan

Client Service Manager

New Market, MD

Meet the Lighthouse Team

Resources from our team

Filters
Filters

Blog

What The Media Gets Wrong About Market Volatility

Is market volatility really something to fear? Discover why long-term investors should embrace volatility, how to spot opportunities during market swings, and why media narratives often miss the mark.
Justin Byram BFA, CFP®

Blog

Saving Through an Energy-Efficient Home

Discover how to save money and reduce your carbon footprint with energy-efficient home upgrades. Learn about tax credits, eco-friendly improvements, and simple lifestyle changes that boost comfort and value.
Katy Chase CFP®

Blog

How an Experienced Advisor Can be Your Copilot Through Market Volatility

Discover how a financial advisor can guide you through market uncertainty like a trusted copilot—helping you avoid costly detours and stay on track toward your financial goals.
Jonathan Winkert CFP®

Blog

4 Ways to Establish Your Long-Term Financial Goals

Define your dream retirement with goal-based financial planning. Discover how to align your lifestyle, values, and budget to create a personalized, actionable plan for long-term success.
Katy Chase CFP®

Blog

Selling a House? How to Mitigate Capital Gains Tax

With soaring home values, many sellers expect a sizable profit when listing their property—and it certainly feels great to get a high price for the sale of your home. However, in some cases, the IRS may want a piece of the action.
Edward Kozlowski MPAS℠

Team locations

New Market, MD
164 West Main Street, Suite F, New Market, Maryland, 21774
(301) 865-9740
details

Your complimentary consultation

During your no-obligation meeting, you will:

public://2025-06/second-opinion-icon.svg

Get a second opinion on your financial situation

public://2025-06/meet-an-advisor-icon.svg

Be matched with a Wealth Enhancement advisor

public://2025-06/comprehensive-plan-icon.svg

Begin crafting a comprehensive financial plan

Already a client of Wealth Enhancement? Schedule your consultation in your client portal.

Meet with an advisor

Invalid phone number.

Tell us a bit about you.

By checking this box, you consent to receive text messages from Wealth Enhancement including information, appointment confirmation and reminders, marketing and service communications. Consenting to texts is not required to receive any service. To opt out from texts, reply STOP. For assistance, reply HELP. Message & data rates apply. Message frequency may vary. To learn more visit https://www.wealthenhancement.com/privacy

Barron’s - Top Mega RIA Firms 2024

Forbes - Top RIA Firms 2024

USA Today - Best Financial Advisory Firms 2025

CERTIFIED FINANCIAL PLANNERS (CFP®)

CERTIFIED PUBLIC ACCOUNTANTS (CPA)

JURIS DOCTOR (JD)

LOCAL OFFICES

Barron’s: Awarded 9/16/24 for the period of 6/30/23 - 6/30/24. Forbes: Awarded October 2024 for the period of 3/31/23 - 3/31/24. USA Today: Awarded 4/23/25 for the five-year period ending January 2025.